国家能源局出台政策促进能源领域民营经济发 同力日升等公司或受益

Core Viewpoint - The National Energy Administration has issued measures to promote the development of the private economy in the energy sector, aiming to enhance the role of private enterprises in the green and low-carbon transition of energy and the construction of a new energy system [1] Company Summary - Tongli Risheng has entered the renewable energy sector by acquiring a 51% stake in Tianqi Hongyuan in 2022, focusing on energy storage system integration and renewable power station development [1] - Tianqi Hongyuan offers comprehensive lifecycle services for renewable power stations, including development, design, construction, and operation [1] - The company has accumulated significant experience in electrochemical energy storage technology, enhancing its service offerings in energy storage system design and implementation [1] Industry Summary - The measures support the development of new energy business models, including virtual power plants and green electricity direct connection models, and encourage private enterprises to invest in new energy technologies [1] - Recent initiatives include a strategic cooperation framework agreement with the government of Qingyang City to establish a 2GWh energy storage equipment production line and a 1GWh lithium iron phosphate energy storage station [1] - Tongli Risheng is actively pursuing collaborations in the field of energy storage and intelligent scheduling, aiming to reduce energy costs and increase the proportion of green electricity used in data centers [1]